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Michelle Carter

Some features on this profile are disabled
CRD#: 7772226
MC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michelle Carter was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2023. Michelle had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 22, 2023 - September 19, 2023

DIVCO WEST REAL ESTATE SERVICES, LLC

RIA
CRD#: 156762
Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DIVCO WEST REAL ESTATE SERVICES, LLC
DIVCO MW CO-INVEST GP, LLC (RELYING ADVISER) | MARKET STREET CAPITAL ADVISORS, LLC (RELYING ADVISER) | DWF IV BUCKINGHAM ADVISOR, LLC (RELYING ADVISOR) | DIVCOWEST FUND V ADVISOR, LLC (RELYING ADVISER) | DIVCOWEST FUND IV ADVISORS, LLC (RELYING ADVISER) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISOR) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISER) | DIVCORE SUBORDINATE DEBT CLUB I ADVISORS, LLC (RELYING ADVISOR) | DIVCO WEST REAL ESTATE SERVICES, LLC | DIVCO NORTHPOINT GP, LLC (RELYING ADVISER) | DIVCO MW GP, LLC (RELYING ADVISER)

CRD#: 156762 / SEC#: 801-74082

RIA
Registered Investment Advisory firm - (3/23/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

DW
DIVCO WEST REAL ESTATE SERVICES, LLC
DIVCO MW CO-INVEST GP, LLC (RELYING ADVISER) | MARKET STREET CAPITAL ADVISORS, LLC (RELYING ADVISER) | DWF IV BUCKINGHAM ADVISOR, LLC (RELYING ADVISOR) | DIVCOWEST FUND V ADVISOR, LLC (RELYING ADVISER) | DIVCOWEST FUND IV ADVISORS, LLC (RELYING ADVISER) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISOR) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISER) | DIVCORE SUBORDINATE DEBT CLUB I ADVISORS, LLC (RELYING ADVISOR) | DIVCO WEST REAL ESTATE SERVICES, LLC | DIVCO NORTHPOINT GP, LLC (RELYING ADVISER) | DIVCO MW GP, LLC (RELYING ADVISER)

CRD#: 156762 / SEC#: 801-74082

RIA
Registered Investment Advisory firm - (3/23/2012 Approved)
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Contact information

Main Address
301 Howard Street Suite 2100, San Francisco, CA 94105
Mailing Address
Phone number
(415) 284-5700
Established
Firm type
Fiscal year end
# of Employees
198

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

DIVCO WEST REAL ESTATE SERVICES, LLC (2025) (3/31/2025)

Regulatory assets under management

Total Number of Accounts31
AUM (Assets Under Management)$ 15,742,896,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIVCO WEST REAL ESTATE SERVICES, LLC

CRD#: 156762

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